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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,640 | $95,975-84.7% | $74,552-80.4% | $135,377-89.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -15.52% | 56.96%-72.5pp | 32.53%-48.0pp | 519.75%-535.3pp |
| Employer contribution / active EE | $3,772 | $2,716+38.9% | $1,961+92.4% | $4,779-21.1% |
| Participant deferral / active EE | $9,487 | $3,843+146.8% | $3,108+205.2% | $5,609+69.2% |
| Admin fee / account holder | $25 | $6,522-99.6% | $5,060-99.5% | $10,828-99.8% |